Carolina Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Carolina Wealth Advisors’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.24M	Sell	56,312 -870	-2%	-$50K	1.27%	21
2026 Q1	$3.47M	Buy	57,182 +55,932	+4,475%	+$3.26M	1.44%	21
2025 Q4	$67.4K	Buy	1,250 +2	+0.2%	+$96	0.03%	97
2025 Q3	$56.3K	Buy	+1,248	New	+$58.3K	0.02%	108
2022 Q1	–	Sell	-400	Closed	-$25K	–	285
2021 Q4	$25K	Sell	400 -7,803	-95%	-$458K	0.01%	157
2021 Q3	$485K	Sell	8,203 -289	-3%	-$19K	0.32%	36
2021 Q2	$567K	Sell	8,492 -191	-2%	-$12.5K	0.38%	34
2021 Q1	$548K	Sell	8,683 -8,884	-51%	-$553K	0.4%	34
2020 Q4	$1.09M	Sell	17,567 -234	-1%	-$14.4K	0.88%	29
2020 Q3	$1.07M	Buy	17,801 +1,357	+8%	+$81.7K	0.94%	29
2020 Q2	$967K	Buy	16,444 +1,436	+10%	+$85.9K	0.94%	31
2020 Q1	$837K	Buy	15,008 +5,855	+64%	+$358K	0.97%	28
2019 Q4	$588K	Buy	+9,153	New	+$524K	0.56%	33

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Carolina Wealth Advisors's BMY Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 1.5% in Q2 2026, selling an estimated $50K and leaving 56,312 shares worth $3.24M. The position accounts for 1.27% of the portfolio, ranked #21.

Carolina Wealth Advisors first reported a position in BMY in Q4 2019 and has held it in 13 quarters since. The position peaked at $3.47M in Q1 2026. 440 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Carolina Wealth Advisors held 56,312 shares of Bristol-Myers Squibb worth $3.24M as of Q2 2026.
Carolina Wealth Advisors sold 870 Bristol-Myers Squibb shares in Q2 2026, an estimated $50K.
Bristol-Myers Squibb made up 1.27% of Carolina Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Carolina Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 13 quarters since.
Carolina Wealth Advisors's Bristol-Myers Squibb position peaked at $3.47M in Q1 2026.
440 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.